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OIA

Optimum Investment Advisors Portfolio holdings

AUM $252M
1-Year Est. Return 26.44%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$230M
AUM Growth
+$17.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$449K
2
+$218K
3
+$126K
4
BSCR icon
Invesco BulletShares 2027 Corporate Bond ETF
BSCR
+$123K
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$120K

Top Sells

1
+$513K
2
+$218K
3
+$183K
4
AAPL icon
Apple
AAPL
+$122K
5
NVMI
Nova
NVMI
+$122K

Sector Composition

1 Technology 27.4%
2 Financials 9.18%
3 Industrials 8.3%
4 Communication Services 6.42%
5 Healthcare 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALL icon
76
Allstate
ALL
$57.1B
$605K 0.26%
3,007
IBM icon
77
IBM
IBM
$256B
$595K 0.26%
2,018
SHY icon
78
iShares 1-3 Year Treasury Bond ETF
SHY
$25.4B
$575K 0.25%
6,934
+1,455
HD icon
79
Home Depot
HD
$327B
$572K 0.25%
1,559
-11
CVX icon
80
Chevron
CVX
$373B
$572K 0.25%
3,992
-260
BAC icon
81
Bank of America
BAC
$398B
$570K 0.25%
12,040
+6
NKE icon
82
Nike
NKE
$66.5B
$564K 0.25%
7,940
-100
JNJ icon
83
Johnson & Johnson
JNJ
$580B
$561K 0.24%
3,673
-100
SHOP icon
84
Shopify
SHOP
$140B
$551K 0.24%
4,780
CCI icon
85
Crown Castle
CCI
$40.2B
$543K 0.24%
5,285
SO icon
86
Southern Company
SO
$106B
$536K 0.23%
5,833
UBER icon
87
Uber
UBER
$140B
$532K 0.23%
5,701
+5,456
BKNG icon
88
Booking.com
BKNG
$128B
$521K 0.23%
2,250
-250
TDG icon
89
TransDigm Group
TDG
$70.3B
$520K 0.23%
342
DRI icon
90
Darden Restaurants
DRI
$24.2B
$519K 0.23%
2,380
PFE icon
91
Pfizer
PFE
$149B
$518K 0.22%
21,364
-750
IESC icon
92
IES Holdings
IESC
$14.9B
$508K 0.22%
1,715
+335
XLE icon
93
State Street Energy Select Sector SPDR ETF
XLE
$39.3B
$499K 0.22%
11,758
+232
PANW icon
94
Palo Alto Networks
PANW
$228B
$489K 0.21%
2,390
MDY icon
95
State Street SPDR S&P MIDCAP 400 ETF Trust
MDY
$27.1B
$476K 0.21%
840
BA icon
96
Boeing
BA
$173B
$471K 0.2%
2,249
ITM icon
97
VanEck Intermediate Muni ETF
ITM
$2.18B
$466K 0.2%
10,250
VTS icon
98
Vitesse Energy
VTS
$715M
$461K 0.2%
20,850
-2,900
TSCO icon
99
Tractor Supply
TSCO
$16.4B
$456K 0.2%
8,650
PGX icon
100
Invesco Preferred ETF
PGX
$3.82B
$455K 0.2%
40,862
2 3
4
5 6